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Arthur J. Gallagher & Co

1,339 hedge funds and large institutions have $69.7B invested in Arthur J. Gallagher & Co in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 510 increasing their positions, 488 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $242M | Put options by funds: $113M

5% more repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 488

4% less capital invested

Capital invested by funds: $72.8B → $69.7B (-$3.17B)

1.17% less ownership

Funds ownership: 89.07%87.89% (-1.2%)

3% less funds holding

Funds holding: 1,3781,339 (-39)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

30% less funds holding in top 10

Funds holding in top 10: 3726 (-11)

Holders
1,339
Holders Change
-39
Holders Change %
-2.83%
% of All Funds
17.57%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.34%
New
114
Increased
510
Reduced
488
Closed
137
Calls
$242M
Puts
$113M
Net Calls
+$128M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
301
Rathbones Group
United Kingdom
$10.7M +$240K +795 +2%
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$10.7M +$10.4M +34,390 New
Wealthfront Advisers
303
Wealthfront Advisers
California
$10.5M +$557K +1,846 +6%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$10.5M +$113K +374 +1%
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$10.3M -$329K -1,091 -3%
SIC
306
Sigma Investment Counselors
Michigan
$10.3M +$95.3K +316 +1%
EWA
307
Exencial Wealth Advisors
Oklahoma
$10.2M -$323K -1,072 -3%
PA
308
PFG Advisors
Arizona
$10.2M +$1.06M +3,522 +12%
MCWS
309
McKinley Carter Wealth Services
West Virginia
$10M -$12.7K -42 -0.1%
SAM
310
Smithbridge Asset Management
Pennsylvania
$9.96M -$113K -376 -1%
PAG
311
Private Advisor Group
New Jersey
$9.93M +$638K +2,115 +7%
CG
312
Caprock Group
Idaho
$9.88M +$9.84M +32,625 New
BST
313
Bath Savings Trust
Maine
$9.87M +$1.15M +3,814 +14%
HFS
314
Hantz Financial Services
Michigan
$9.86M -$1.06M -3,501 -10%
EI
315
Ethic Inc
New York
$9.53M +$1.42M +4,724 +18%
DWM
316
Dakota Wealth Management
Florida
$9.51M -$16.2M -53,621 -64%
NSIM
317
North Star Investment Management
Illinois
$9.4M -$256K -848 -3%
BG
318
Bahl & Gaynor
Ohio
$9.34M -$95K -315 -1%
AM
319
AGF Management
Ontario, Canada
$9.24M +$8.99M +29,823 New
YCM
320
Yousif Capital Management
Michigan
$9.15M -$1.2M -3,975 -12%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$9.08M +$2.19M +7,271 +33%
SAM
322
Strategy Asset Managers
California
$8.91M -$349K -1,157 -4%
LA
323
LBP AM
France
$8.9M +$8.66M +28,738 New
VPIM
324
Vanguard Personalized Indexing Management
California
$8.89M +$225K +746 +3%
MGWM
325
Marks Group Wealth Management
Minnesota
$8.81M -$152K -505 -2%

AJG Hedge Fund Activity: Q3 2025 in Review

1,339 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2025, worth a combined $69.7B — down 4.4% from $72.8B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of AJG and 114 opened new positions — a net loss of 23 holders — while 488 trimmed existing stakes and 510 added.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Massachusetts Financial Services, cutting an estimated $422M.

  • 1,339 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2025, down from 1,378 in Q2 2025.
  • Funds reported $69.7B of Arthur J. Gallagher & Co stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 114 funds opened new Arthur J. Gallagher & Co positions in Q3 2025 and 137 closed out, a net change of -23 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2025 was Massachusetts Financial Services, an estimated $422M sold.

Based on aggregated 13F filings for Q3 2025.